Ghost Bites
Ghost Bites (Anglo American | Blue Label Telecoms | Caxton | Gold Fields | Harmony | Mondi | Pick n Pay | Tiger Brands)
It was a very busy day of news including the mining sector (particularly gold), as well as substantial bad news in the SA consumer side of the market.
Ghost Bites
Ghost Bites (Adcock Ingram | Bidcorp | Bytes | Choppies | Glencore | Sibanye-Stillwater | Spar | Stor-Age)
On a busy day of news, we saw important numbers come through in the mining and retail sectors, along with food service giant Bidcorp and property stalwart Stor-Age.
Ghost Bites
Ghost Bites (BHP | Kumba Iron Ore | NEPI Rockcastle | Super Group | Vukile)
It was a day of major property and mining updates, with Super Group also releasing important news.
Ghost Bites
Ghost Bites (Anglo American Platinum | Aveng | 4Sight | Italtile | Northam Platinum | Telkom | Transpaco | Vukile)
There's murder on the PGM dancefloor and it doesn't look much better for Italtile and Transpaco either. 4Sight and Vukile are enjoying an upswing, with Telkom just treading water.
Ghost Bites
Ghost Bites (Cognition | Delta Property Fund | Transaction Capital)
The big news of the day was the WeBuyCars investor presentation and Transaction Capital unbundling circular. Also look out for numbers from Cognition and a censure of Delta Property Fund.
Ghost Bites
Ghost Bites (Aveng | Barloworld | BHP | Blue Label Telecoms | 4Sight | KAP | MC Mining | Nampak | Renergen | South32)
A busy day of news in the mining sector saw BHP, MC Mining and South32 releasing updates, along with Renergen and Barloworld with broader energy exposure. Look out for Aveng, Blue Label, 4Sight, KAP and Nampak as well.
Ghost Bites
Ghost Bites (DRDGOLD | Pan African Resources | Universal Partners)
DRDGOLD and Pan African Resources delivered gold sector updates, with very different underlying production narratives. Universal Partners has a unique portfolio that is always fun to read about.
Ghost Bites
Ghost Bites (Cashbuild | Gold Fields | Santam | Textainer | Transaction Capital)
Cashbuild is still buckling under economic pressure. Gold Fields didn't fully capitalise on better gold prices. Santam grew earnings but not for the best reason. Textainer released results. Transaction Capital gave details of WeBuyCars unbundling.
